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Our clients enjoy access to a wealth of our continuously updated insights and educational resources. 

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As passionate communicators and educators, we offer a variety of programs for our clients and community.

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The impact you make now, and in the future, depends on partnering with a team prepared to help you fulfill your higher mission. Focus Partners Institutional provides high-value solutions from a client-centered team dedicated to fiduciary excellence. Our goal is to be your trusted partner, serving all of your institutional investment needs now, and in the years ahead.

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Retirement plans are an important part of your business. Finding the right fiduciary partner is critical to your success. You've come to the right place, because our team is passionate about our work and fully focused on retirement plans so you can focus more on everything else.

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Our Resources

Our clients enjoy access to a wealth of our continuously updated insights and educational resources. As a trusted, go-to voice in the industry, we also publish some of our findings and perspectives for everyone’s benefit. From articles to podcasts to videos, see our latest below.

  • Investing

    July 25, 2023

    Should You Allocate 100% of your Portfolio to Fixed Income?

    Head of Investment Research Jared Kizer shares why this strategy has gained popularity recently and the surprising reasons why we don’t recommend this approach for most investors.

    Watch the video
  • Investing

    March 28, 2023

    U.S. vs. International Equity Portfolio Allocation

    Chief Investment Officer Kevin Grogan shares the principles for determining an optimal equity allocation split, the cyclical nature of these investments, current valuations and the long-term forecast.

    Watch the video
  • Investing

    March 22, 2023

    Does Investing Internationally Still Make Sense?

    Although risks abroad can be worrying, investing in foreign companies remains a key diversification strategy. Find out why having international investments in your portfolio is beneficial.

    Read the article

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